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Royal Bank of Canada

401 hedge funds and large institutions have $46B invested in Royal Bank of Canada in 2014 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

16% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 120

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

4% more funds holding

Funds holding: 384401 (+17)

2.32% more ownership

Funds ownership: 44.99%47.31% (+2.3%)

1% less capital invested

Capital invested by funds: $46.5B → $46B (-$503M)

49% less call options, than puts

Call options by funds: $205M | Put options by funds: $403M

Holders
401
Holders Change
+17
Holders Change %
+4.43%
% of All Funds
10.69%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
1.2%
New
60
Increased
139
Reduced
120
Closed
37
Calls
$205M
Puts
$403M
Net Calls
-$198M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
IMOV
226
Investment Management of Virginia
Virginia
$963K +$9.55K +135 +1%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$945K -$354 -5 -0%
HCM
228
Heathbridge Capital Management
Ontario, Canada
$934K +$8.2K +116 +0.9%
IG
229
ING Group
Netherlands
$884K -$99.1K -1,402 -10%
KJHP
230
K.J. Harrison & Partners
Ontario, Canada
$879K +$71.8K +1,015 +9%
SSG
231
Summit Securities Group
New York
$870K -$156K -2,200 -15%
AIA
232
Alerus Investment Advisors
Minnesota
$853K +$37.3K +527 +4%
SLG
233
Stanley-Laman Group
Pennsylvania
$843K +$156K +2,204 +22%
BCM
234
Bluefin Capital Management
New York
$834K +$40.4K +571 +5%
KC
235
Kingfisher Capital
North Carolina
$830K -$35.4K -500 -4%
HB
236
Homrich & Berg
Georgia
$828K +$41.7K +589 +5%
HS
237
HighVista Strategies
Massachusetts
$816K +$24.4K +345 +3%
SB
238
Suntrust Banks
Georgia
$813K -$212K -2,994 -20%
Parallax Volatility Advisers
239
Parallax Volatility Advisers
California
$780K +$799K +11,295 New
CC
240
Cipher Capital
New York
$749K +$767K +10,847 New
CWM
241
Concert Wealth Management
California
$748K -$170K -2,400 -18%
CI
242
Capital International
California
$741K
TSWM
243
Triangle Securities Wealth Management
North Carolina
$717K -$39.6K -560 -5%
SAS
244
Spectrum Advisory Services
Georgia
$713K
DC
245
Davenport & Co
Virginia
$668K +$3.18K +45 +0.5%
IT
246
Investors Trust
Texas
$649K -$325K -4,593 -33%
BIM
247
BlackRock Investment Management
Delaware
$641K -$34.7K -491 -5%
VFS
248
VSR Financial Services
Kansas
$632K +$647K +9,150 New
CAN
249
Cetera Advisor Networks
California
$627K -$346K -4,888 -35%
ANTB
250
AMG National Trust Bank
Colorado
$618K

RY Hedge Fund Activity: Q4 2014 in Review

401 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Royal Bank of Canada (RY) for Q4 2014, worth a combined $46B — down 1.1% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new RY positions and 37 closed out — a net gain of 23 holders — while 139 added to existing stakes and 120 trimmed.

The largest buyer was Securian Asset Management, opening a new position worth an estimated $1.37B. The largest seller was Fidelity Investments, cutting an estimated $191M.

  • 401 institutional investors held Royal Bank of Canada (RY) as of Q4 2014, up from 384 in Q3 2014.
  • Funds reported $46B of Royal Bank of Canada stock for Q4 2014, down 1.1% quarter-over-quarter.
  • 60 funds opened new Royal Bank of Canada positions in Q4 2014 and 37 closed out, a net change of +23 holders.
  • The largest Royal Bank of Canada buyer in Q4 2014 was Securian Asset Management, an estimated $1.37B added.
  • The largest Royal Bank of Canada seller in Q4 2014 was Fidelity Investments, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2014.